--- title: "EDocGen Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EDocGen Software - reviews, pricing plans, popular comparisons to other Mortgage products and more." source_url: "https://www.capterra.com/p/168053/EDocGen/" page_type: "product" language: "en" --- # EDocGen Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) EDocGen ## What is EDocGen? DIY document generation system for business users to create documents from existing PDF and Word templates. #Interactive Generation: System auto-generates fillable forms (web forms) from your templates. You can also share them with external audiences. #Bulk Generation: Generate thousands of documents from MySQL/SQL Server/Oracle DB or Excel/XML/JSON data on click of a button. #On-Demand Generation: Integrate with CRM, ERP, and other Enterprise apps to generate documents on click of a button. ## What is EDocGen used for? [Document Generation](https://www.capterra.com/document-generation-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EDocGen?[Manage this product listing](https://www.g2.com/products/edocgen/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EDocGen 4.7 (3) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $99 Flat Rate, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.4 (2,814) Value For Money 5.0 (2) Value For Money 4.3 (2,181) Customer Service 5.0 (3) Customer Service 4.3 (1,950) ## EDocGen alternatives [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) [4.7 (2,905)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227146/Microsoft-Word/) [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) [4.7 (4,262)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) Highest Rated [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) ## FAQs about EDocGen Overview ### What company size and specific industries is EDocGen built for? EDocGen is designed for organizations in healthcare, financial services, and insurance. The vendor description does not specify a company size, so the product appears to target businesses in those regulated industries rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of EDocGen? EDocGen offers document generation and document automation, with customizable templates, custom fields, and forms management for contract drafting and customer statements. It also includes workflow automation, conditional logic, batch processing, and API access, plus access controls, audit trail, digital signature, electronic signature, and third-party integrations. Getting Started and Support ### What training and onboarding options does EDocGen offer? EDocGen provides in-person training, live online sessions, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow guided remote learning, and documentation gives written reference material for setup and feature use. Getting Started and Support ### What customer support options does EDocGen offer? EDocGen provides email/help desk and chat support. No reviewer feedback is available here to assess response times, helpfulness, or common support frustrations, so the support experience cannot be summarized beyond the listed channels. ## Features AI summary Based on 226 Mortgage reviews Capterra data shows that buyers of mortgage software rank the following features as their top priorities: - **Loan Management** (**67%** of reviewers rated this feature as critical) - **CRM** (**69%**) - **Electronic Applications** (**59%**) EDocGen includes **CRM**. However, it does not offer **Loan Management** or **Electronic Applications**. Its **CRM** functionality helps mortgage teams manage borrower relationships, track communications, and keep client information organized throughout the lending process, providing teams with a clearer view of interactions and helping businesses maintain more consistent follow-up. Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Contact Management Manage, organize, and store contact information EDocGen 30 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Contact Management: Manage, organize, and store contact information - Contract Drafting: Create, edit, and revise contracts/written agreements - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Templates: Pre-made examples and templates for emails - Forms Management: Store, manage and track all forms in a centralized location - Multi-Language: Manage and support multiple languages - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic $99.00 Flat Rate,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Bruno B. CEO Computer Software ### "Easy to use API and excellent technical support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2026 We are using for 3 years without problems. We produce hundreds of juridical reports per month with a lot of dynamic tables Pros Easy to use API and excellent technical support. 99.99% of the time online and very fast to produce documents Cons At the beginning of the project, we had some problems with Word specific formatting but after request the team improved the API Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LC Lasse C. Sales Supporter Consumer Electronics ### "Easy one to many mail merge" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2021 Murphy offers hands down the best customer service, I've ever experienced. Always quick and correct support. It's very helpful for us, when needing to write "tailored" mass emails. Pros The most impactful feature, is that it allows us to create word documents and send emails quickly, without much coding/programming. Cons Limitations to not create Excel. The fact that it has to use an external mail sender. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MF Martha F. Sr Business Lender Banking ### "Very User Friendy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 24, 2020 Getting members to sign loan documents through edoc is super easy and very easy to use! Pros With everyone not wanting to get out as much to do paperwork, it's so easy to send documents through edoc for signatures!! Cons Overall easy to use, only thing that might be better is if the authorization code was available for longer than 24 hours. Most of my members don't get into their email immediately to sign documents and their code expires. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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